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# Avetta Features

##### ## Management (3)

Approval

Use criteria to add or remove suppliers to/from approved lists.

Communication

Manage communications with suppliers on multiple channels such as phone or email.

Documents

Capture and maintain documents related to suppliers and their products or services.

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##### ## Performance (14)

Evaluation

Allows users to evaluate supplier performance using standard and custom KPIs.

Selection

Provide features to compare suppliers and choose the best option for various activities.

Supplier Risk Management

Identify, assess & manage risks that could arise from working with third-party suppliers to protect against disruptions in supply chain

Communications Management

Record and track all relevant internal and external communications

Vendor Master Data Management

Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing

Workflow Management

Create, design and manage workflows for repetitive tasks

Document Management

Store, manage, and track all electronic documents in a centralized location

Invoice Management

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Contact Management

Manage, organize, and store contact information

Vendor Management

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Inventory Management

Track and manage inventory levels to maintain proper supply

Procurement Management

Organize and manage all processes/procedures involved in purchasing goods and/or services

Supplier Management

Manage all supplier data and operations

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##### ## Supplier Information (3)

Profiles

Create and manage supplier profiles that include contact and pricing information.

Supplier Qualification

The process of assessing potential suppliers based on required credentials, quality standards, etc.

Transaction History

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

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##### ## Platform Basics (3)

Interoperability

Connects to external systems and applications as needed to complete team workflows.

Performance

Is consistently available (uptime) and allows users to complete tasks reliably.

Portal

Contains a portal to facilitate third-party or client application access.

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##### ## Platform Performance (2)

Reporting

Provides analytics tools that reveal important business metrics and track progress.

Application Monitoring

Contains application performance monitoring capabilities.

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##### ## Platform Functionality (24)

Document management

Manages necessary docuements for ease of visibiltiy and access.

Requalification

Automated compliance renewal notifications.

Compliance

Tracks contractor compliance levels and renewa dates.

Bid Management

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Invoice Management

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Work Order Management

Creating, assign, and track jobs and/or tasks for work orders

Supplier Management

Manage all supplier data and operations

Inventory Management

Track and manage inventory levels to maintain proper supply

Task Management

Create, manage and track all task activities and progression

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Contractor Management

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Proposal Management

Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal.

Safety Management

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Contract/License Management

Track, store, and access client contracts or licenses

Job Management

Manage and track all job information and associated tasks

Timesheet Management

Track the amount of time spent on a job or task

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Procurement Management

Organize and manage all processes/procedures involved in purchasing goods and/or services

Subcontractor Management

Track information, qualifications, and contact details of subcontractors

Workflow Management

Create, design and manage workflows for repetitive tasks

Purchase Order Management

Create, send, and track purchase orders and their statuses

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##### ## Platform Additional Functionality (4)

Onboarding

Onboard workers via online, classroom, or external training.

Pre-qualifiation

Pre-qualify contract workers via reference, record, background check.

Onsite Monitoring

Monitor contractor onsite activities, performance, etc.

Subcontractor Monitoring

Ensure subcontractors are working safely on client sites and document audits/inspections for reference.

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##### ## Health & Safety (3)

Job Hazards

Identify work hazards by job, location, and type of work

Ergonomics

Apply ergonomics standards to improve work conditions

Training

Deliver learning materials for health and safety training

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##### ## Environment (21)

Document Management

Store, manage, and track all electronic documents in a centralized location

Supplier Management

Manage all supplier data and operations

Risk Management

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Workflow Management

Create, design and manage workflows for repetitive tasks

Task Management

Create, manage and track all task activities and progression

Training Management

Track employee/learner's progression through training programs

Inspection Management

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Change Management

Track and monitor efficient handling of all changes/transitions

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Incident Management

Manage and track all disruptions and incidents

Policy Management

Create, manage, and track policies and procedures within an organization

Assessment Management

Creation, administration, and evaluation of assessments or tests

Forms Management

Store, manage and track all forms in a centralized location

Safety Training Management

Process of scheduling, tracking, and managing employee training programs related to safety and compliance

Safety Management

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Waste Management

Track and report on waste management and disposal processes.

Hazardous Materials Management

Document use of hazardous materials and procedures related to their handling and disposal

Sustainability Management

Manage and monitor compliance with government regulations on environmental standards

Industrial Safety Management

Create, document, and monitor safety policies and procedures in industrial plants and factories

Occupational Health Management

Manage cases of on-the-job injuries and related remedies

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##### ## Audit & Inspections (5)

Templates

Include templates for multiple types of inspections such as safety or quality

Workflows

Provide workflows to assign tasks for audit and inspections

Corrective Actions

Identify corrective actions to address incidents and accidents

Corrective and Preventive Actions (CAPA)

Investigate and take action at root cause or error in processes to prevent recurring issues

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

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##### ## Risk Management (3)

Assessments

Determine potential risks that may impact employees or the environment

Operational Risk

Estimate the impact of EHS risks on the operations of the company

Supplier Evaluation

Evaluate suppliers using safety and environmental criteria

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##### ## Reporting & Analytics (4)

Injury & Ilness

Allows users to generate injury and ilness reports

Sustainability

Generates sustainability reports such as air and water quality

Near Miss

Report on unplanned events that have the potential to cause accidents

Performance

Analyse the performance of environmental and safety operations

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##### ## Compliance (3)

Standards & Regulations

Comply with regulation such as Occupational Safety and Health Act (OSHA)

Permits

Track permits required for environmental and safety compliance

Certifications

Manage certifications to comply with regulations and standards

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##### ## Platform (8)

Integration

Delivers APIs and standard integrations with other software systems.

Security & Privacy

Complies with security and privacy regulations and standards.

Mobile Access

Allows users to access the software using mobile devices.

Flexibility

Facilitates software configuration without the need for technical experise.

Data Security

Offers features to encrypt and protect EHS data.

Real-Time Data

Receive data and information in real time

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Offline Access

Ability of websites, web applications, or mobile applications to function without an active internet connection

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##### ## Services (4)

Implementation

Assists customes through all the phases of the implementation process.

Training & Learning

Provides software users with training courses and learning content.

Customer Support

Delivers customer and technical support, directly or trough partners.

Professional Services

The vendor provides consulting services such as business process reengineering.

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##### ## Data Collection (3)

Data Types

Manages quantitative and qualitative data for environmental, social, and governance activities

Data Sources

Combines data from multiple sources such as software solutions, public websites, and spreadsheets

Third Party

Uses data from third party sources such as Bloomberg and DowJones

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##### ## Reporting (3)

Ratings

Provides ratings to rank companies based on their ESG programs

Investment

Generates reports for existing investors or to attract financing

Public

Creates reports that can be shared with the public, employees, customers, and partners

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##### ## Integration (19)

Governance, Risk & Compliance

Integrate with GRC software such as GRC Platforms, Audit management, and Policy management

Finance

Integrate with financial solutions such as accounting and ERP systems

Environmental, Quality and Safety Management

Integrate with EHS software such as Environmental Health and Safety and Quality Management Systems (QMS)

Sustainability Management

Manage and monitor compliance with government regulations on environmental standards

Emissions Management

Manage all types of emissions into the environment.

Policy Management

Create, manage, and track policies and procedures within an organization

Risk Management

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Internal Controls Management

Ensure internal objectives and compliance with policies are met

Document Management

Store, manage, and track all electronic documents in a centralized location

Data Management

Ability to handle large datasets

Conflict Minerals Management

Manage the reporting of the use and sourcing of 3TG metals.

Assessment Management

Creation, administration, and evaluation of assessments or tests

Initiative Management

Create and manage internal campaigns to improve company culture or business strategy.

Task Management

Create, manage and track all task activities and progression

Program Management

Process of managing several related projects or business activities to achieve organizational goals

Framework Management

Manage global or internal standards that are designed to measure the impact of business processes or procedures.

Disclosure Management

Create, manage, and publish disclosure statements or reports.

Survey/Poll Management

Create and administer polls and surveys

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

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##### ## Generative AI (2)

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

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##### ## Risk Management - Environmental, Social, and Governance (ESG) Reporting (5)

Communications

Facilitate communications with various stakeholders on ESG initiatives

Risk Identification

Help users identify ESG related risks to proactively address them

Risk Assessment

Evaluate the impact of ESG related risks on the company and its ecosystem

Strategic Planning

Define and implement strategies to improve ESG initiatives

Scenario Planning

Develop potential scenarios to identify risks and opportunities

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##### ## Reporting - Environmental, Social, and Governance (ESG) Reporting (7)

Benchmarking & Competitive Analysis

Provide ESG benchmarking data and competitive analysis functionality

Actionable Insights

Deliver action items to improve ESG initiatives based on historical data

Performance Tracking

Monitor the performance of Environmental, Social and Governance (ESG) initiatives over time

Compliance Reporting

Build reports around specific compliance requirements and directives such as CSR and CS3D.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Progress Tracking

Reporting on how each user, task or process has advanced since its initiation

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##### ## Onboarding - Contractor Risk Management (2)

Workflow Managment

Offer automated tools for contractor onboarding

Compliance Verification

Provides tools for compliance verification

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##### ## Document Management - Contractor Risk Management (2)

Analysis

Enables users to analize documents for audit purposes

Repository

Provides visibility into invoices and optimizes information retrieval

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##### ## Risk Management - Contractor Risk Management (2)

Performance Monitoring

Assess and monitors contractor performance

Risk Reporting

Monitors performance and safety records

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##### ## Data Security (1)

Data Security

Offers features to encrypt and protect EHS data.

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##### ## Generative AI - Environmental Health and Safety (1)

Text Summarization

Condenses long documents or text into a brief summary

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##### ## Additional Functionality (102)

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Data Visualization

Graphical representation of data

Alerts/Escalation

System alerts about the need to escalate an issue or request

Customizable Reports

Alter the layout and content of reports

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

API

Application programming interface that allows for integration with other systems/databases

Certification Tracking

Maintain personal certifications/qualifications

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Version Control

Track revisions and updates made to files and navigate between different versions

Digital Signature

Electronic signing method that validates the authenticity and integrity of a digital document

Activity Tracking

Track and document all activities across devices, networks, and other systems

HIPAA Compliant

Compliant with HIPAA, which sets standards for sensitive patient data protection

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Real-Time Reporting

Active reporting of data and metrics

Document Review

Review and analyze existing information across documents

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Real-Time Updates

Receive system updates as soon as any changes are made

Electronic Signature

Digitally sign online documents

Email Alerts

Receive and/or send email notifications for urgent updates, requests, or other information

Trend Analysis

Review data from past periods to reveal recurring tendencies and predict future performance

Root Cause Analysis

Identify and analyse the reasons behind accidents

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Document Storage

Store and organize documents in a centralized system

Nonconformance Tracking

Identify issues and deviations from specifications

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Quality Control

Ensure that quality requirements and standards are met across production processes

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Emergency Response Planning

Develop and maintain plans and procedures to effectively respond to accidents, natural disasters, or workplace incidents

Environmental Compliance

Guidelines for conforming to environmental laws, regulations and requirements

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Risk Alerts

Notifying as a warning or reminder of a potential or imminent hazard

Data Collection

Process of gathering, measuring, and analyzing accurate data

OSHA Recordkeeping

Maintain records necessary for compliance with Occupational Health and Safety Administration requirements

Data Import/Export

Import and export data to and from software applications

Estimating

Estimate expected cost based on various factors before a project begins

Budgeting/Forecasting

Create budgets based on historical data and future projections

Team Collaboration

Allow multiple team members to edit and work on the same document

Scheduling

Plan availability and assign specific time slots for tasks and resources

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Real-Time Updates

Receive system updates as soon as any changes are made

Electronic Signature

Digitally sign online documents

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Task Scheduling

Track and manage the scheduling of tasks

Multiple Projects

Ability to handle several projects simultaneously

Contractor Database

Easily track all contractor information in one centralised location

Qualification Tracking

Track certifications, qualifications, and licenses for employees, contractors, etc.

Project Tracking

Monitor the progress of projects from start to finish

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Mobile App

Access the system via a mobile application

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Job Costing

Calculate total itemized costs, including initial costs and any changes

Time & Expense Tracking

Log and record hours worked and costs spent to assist in billing and invoicing

Equipment Tracking

Track the location of specific equipment at all times

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Customizable Forms

Customize contracts and forms to collect specific information

Time Tracking

Measure and track time including hours worked and paid time off (PTO)

Customizable Reports

Alter the layout and content of reports

Project Time Tracking

Measure time to completion or hours worked for projects

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

API

Application programming interface that allows for integration with other systems/databases

Cost Estimating

Forecast the cost and resources required to complete a project

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

KPI Monitoring

Tracking the status of previously identified performance measurements

Emission Calculations

Measure the output of all types of emissions into the environment.

Environmental Metrics

View and track various environmental indicators including material wastage, energy usage, and carbon footprint

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Scoring

Automatically calculate score after the assessment

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Customizable Reports

Alter the layout and content of reports

Customizable Dashboard

Alter the layout and content of dashboards

Benchmarking

Compare key metrics for the business against prominent players in the industry

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Auditing

Examine established processes and records to ensure accuracy, compliance, and policy adherence

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Supplier Quality Control

Qualify, select, and monitor supply chain partners

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Supplier Web Portal

Integrated online platform shared by businesses and their vendors to exchange information/files and collaborate on projects.

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Quotes/Estimates

Generate quotes or estimates for customers

Data Visualization

Graphical representation of data

Performance Monitoring

Monitoring and measurement of relevant metrics to assess the performance of IT resources

Import/Export Data

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Multi-Vendor

Designed for multiple vendors

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Customizable Reports

Alter the layout and content of reports

Real-Time Data

Receive data and information in real time

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